⁠The Kobeissi Letter
BREAKING: The Dow is currently on track for its worst April performance since 1932, during the Great Depression.

The Dow is currently down -3,831 points in April, or -9.1%.
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⁠Investing visuals
Timeless investing wisdom from legendary investor Charlie Munger. https://t.co/I1FPQpM1Nc
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⁠Capital Employed
50 Q1 2025 fund letters now added.

A treasure trove of insights and ideas…

https://t.co/lJZP1lUdTx https://t.co/MUl7KvipvH
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⁠soken
RT @JesseCohenInv: https://t.co/Crcp20VjBO
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⁠Hidden Value Gems
Somewhat expected bus still a positive development as $ADM.L disposes of its US motor insurance where they struggled to gain scale and suffered losses for quite a while. Cash proceeds should be small, but more streamlined operations and higher ROIC should be positive. https://t.co/asQ8z1hvHh
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⁠Finding Compounders
RT @gainify_io: $AMZN, $GOOGL, $META & $MSFT are OUT-INVESTING the rest of the market by miles💰

They are focused on the future, yet they are trading like they’ve lost the plot.

This setup doesn’t come around often.

Top 10 CapEx kings👇 https://t.co/oBslIuzoj3
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